Vendors

The Vendors tile holds the companies you work with, kept separate from Contacts.

• Fields: vendor name (unique in your organization), billing email, billing address, tax ID (EIN, VAT…), notes.
• Link people to a vendor on the Contacts page: set the contact's type to Vendor, then pick the vendor company. Customers and "other" contacts can't be linked.
• Removing a vendor keeps its contacts; they're just unlinked.

Files

Each vendor in the list has a Files area. Press Upload files to attach invoices, W-9s, contracts or anything else (up to 25 MB each). Click a file name to open it, or Delete to remove it. Only members of your organization can see these files. The vendor form also shows the Files area while you edit a saved vendor; for a new vendor, add it first.

Filter, sort and export

Type in the filter box to search vendors by name, email, city, country, tax ID or notes. Use the sort menu for name A–Z / Z–A, country or city. Export CSV downloads the vendors currently shown.